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Why We’re Different

From the moment you walk in our door, you will feel the difference.

WE STRIVE FOR EXCELLENCE IN ALL WE DO

At Harwood Financial Group, we believe in the power of listening. We spend the time it takes to learn about your needs, your goals and your concerns. It’s your money and your life.

What sets us apart

Our team is also committed to providing you with unparalleled service, which is why we offer:

  • CPR – Complete Planning Review
  • Retirement Navigator — a customized financial strategy to help you pursue your goals
  • A dedicated point of contact for personal attention
  • Timely and thoughtful communication
  • eMoney account access, a convenient online “dashboard,” showing all your accounts in one place
  • Leading-edge reporting

 

Here are some other ways we stand out from the crowd:

SCHEDULE your APPOINTMENT

Request your appointment using the form below, and we’ll reach out to you as soon as possible to schedule a meeting time.

CTA – Schedule an Appointment